Budgeting
You know what the coloured dots in the grid mean, what the ten detail panels have in common, and how to clear a detail you no longer want.
Beyond quantity and price, a budget line can carry ten further kinds of information — who pays for it, what on-costs it attracts, when the money moves. These are its **account details**, edited in the panel on the right.
| Panel | Carries | | --------------------- | -------------------------------------------------------- | | Companies | which company bears the cost, and what share | | Effects | which spending or funding effects the line counts toward | | Fringes & supplements | statutory on-costs and wage premiums | | Extra costs | per-diems, hotels, travel | | Taxes | the tax rate applied to the line | | Cash flow | when the cost falls | | DFFF | the German subsidy calculation | | Tags | free labels, usable in formulas and filters | | Notes | free text | | Attachments | files — a quote, an offer |
Each panel has a colour, and the **Account Details** column in the grid shows one dot per kind of detail the line carries, in that colour. Every kind keeps a fixed position, so the dots line up down the grid — you can scan a column and see which lines have a company, or which are missing a cash flow rule, without opening anything.
An empty slot means that kind is not set on that line.
- **Pick one** — companies, effects, taxes. You choose from a list defined in Settings and usually give a percentage or an amount. - **Tick several** — fringes, supplements, extra costs. You expand a group and check what applies. - **Type freely** — notes, tags, attachments.
The first two can only offer what Settings already holds, which is why those panels carry a settings icon that takes you straight there.
Each panel has its own reset, which clears that kind of detail and leaves the others alone. Resetting on an account also clears it from the account's subaccounts — fast, and worth being deliberate about.
With several lines selected, a panel shows a **mixed** state where their values differ rather than showing one line's value as though it were shared. Editing from there applies your choice to everything selected.
Not every panel applies to every row. Fringes, supplements and extra costs are account-level only — a subaccount cannot carry them, and neither can a markup; the panel greys out where it does not apply.
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